See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,479 | $202,318+1.6% | $172,739+19.0% | $152,861+34.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.75% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $4,563 | $5,856-22.1% | $5,143-11.3% | $4,762-4.2% |
| Participant deferral / active EE | $720 | $5,948-87.9% | $5,198-86.1% | $5,850-87.7% |
| Admin fee / account holder | $3,383 | $17,109-80.2% | $13,954-75.8% | $11,596-70.8% |